The OGs (E2)
Tiny Hands

by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...

A Message From
the CEO

by Manish Khatta | Dec 27, 2021 | Advisors, Investment Management, Manish

I’m Manish Khatta, the CEO of Potomac Fund Management. I want to take a moment to express my gratitude to all of our advisors. We appreciate all of you for trusting us with your business; it’s been a phenomenal year, and here is a recap of all we’ve accomplished. Our...

Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more

by Manish Khatta | Dec 2, 2021 | Christopher, Manish, Podcasts

Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and...

Who Charted? (E14)
From Chop to Pop

by Dan Russo, CMT | Nov 15, 2021 | Dan, Manish, Podcasts, Research

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey!...

(feat.)
Penny Phillips

by Manish Khatta | Nov 8, 2021 | Christopher, Manish, Podcasts

We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her...

Industry Gossip (E10)
Future Proof, Healthpilot, Squid, and more.

by Manish Khatta | Nov 5, 2021 | Christopher, Manish, Podcasts

New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and...